CrowdStrike (NASDAQ:CRWD) Releases FY 2027 Earnings Guidance

CrowdStrike (NASDAQ:CRWD) issued an update on its FY 2027 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 4.780-4.900 for the period, compared to the consensus earnings per share estimate of 3.260. The company issued revenue guidance of $5.9 billion-$5.9 billion, compared to the consensus revenue estimate of $5.9 billion. CrowdStrike also updated its Q1 2027 guidance to 1.060-1.070 EPS.

CrowdStrike Stock Performance

NASDAQ CRWD opened at $391.42 on Wednesday. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The business has a fifty day moving average of $434.98 and a 200-day moving average of $469.29. The stock has a market cap of $98.68 billion, a price-to-earnings ratio of -310.65, a price-to-earnings-growth ratio of 21.65 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.10 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The business had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.30 billion. During the same quarter in the prior year, the firm posted $1.03 earnings per share. The company’s quarterly revenue was up 23.8% compared to the same quarter last year. As a group, analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the company. Royal Bank Of Canada set a $550.00 target price on CrowdStrike in a report on Wednesday, February 11th. Scotiabank reiterated an “outperform” rating on shares of CrowdStrike in a research note on Wednesday, December 3rd. Sanford C. Bernstein increased their price objective on shares of CrowdStrike from $353.00 to $368.00 and gave the stock a “market perform” rating in a research report on Wednesday. HSBC raised their target price on shares of CrowdStrike from $417.00 to $446.00 and gave the company a “hold” rating in a research note on Thursday, December 4th. Finally, Oppenheimer decreased their price target on shares of CrowdStrike from $580.00 to $500.00 and set an “outperform” rating for the company in a research report on Tuesday, February 24th. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, fifteen have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $513.94.

Insider Buying and Selling

In other CrowdStrike news, Director Johanna Flower sold 3,000 shares of the firm’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $461.94, for a total value of $1,385,820.00. Following the transaction, the director owned 76,082 shares of the company’s stock, valued at $35,145,319.08. This trade represents a 3.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Denis Oleary sold 7,750 shares of the business’s stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $515.44, for a total value of $3,994,660.00. Following the transaction, the director owned 10,816 shares of the company’s stock, valued at $5,574,999.04. This represents a 41.74% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 100,247 shares of company stock worth $45,722,274. 3.32% of the stock is currently owned by insiders.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike reported Q4 results that beat consensus (≈$1.31B revenue, $1.12 EPS), disclosed ARR topping ~$5.25B and highlighted a record net new ARR — news that underpins upside to subscription growth and recurring revenue. BusinessWire: Q4 & FY26 Results
• Positive Sentiment: CrowdStrike issued very strong forward guidance: Q1 FY27 EPS guide ~1.06–1.07 vs. consensus ~0.68, and FY27 EPS ~4.78–4.90 vs. consensus ~3.26 — a material beat on outlook that supports margin and cash‑flow upside. (Guidance included in the company release above.) BusinessWire: Guidance
• Positive Sentiment: Wells Fargo initiated coverage / upgraded CrowdStrike to an overweight / strong‑buy with a ~$450 price target, signaling institutional confidence that the company can navigate AI‑era security demand and recover from the recent AI‑related sell‑off. Seeking Alpha: Wells Fargo Coverage
• Neutral Sentiment: Some buy‑side analysts reiterated bullish stances (e.g., TD Cowen kept a Buy / $480 target), reflecting confidence in product road‑map and Falcon adoption but not changing near‑term narrative materially. TipRanks: TD Cowen Note
• Neutral Sentiment: BTIG adjusted its price target (to $499) while keeping a buy stance, showing some divergence across brokerages on upside magnitude even as they acknowledge strong execution. AmericanBankingNews: BTIG PT
• Negative Sentiment: Several firms flagged valuation as a concern and left or moved to Hold/neutral (e.g., Bernstein maintained a Hold citing rich multiples; Robert W. Baird cut its target to $450 and kept a neutral view) — that pressurizes upside despite strong numbers. TipRanks: Bernstein Hold AmericanBankingNews: Baird PT Cut
• Negative Sentiment: Investor caution from heavy insider selling disclosures and some third‑party data feeds that reported conflicting metrics (an outlier QuiverQuant piece showing a large EPS discrepancy) add near‑term noise and can amplify volatility. QuiverQuant: Data/Reporting Note

Institutional Trading of CrowdStrike

Several hedge funds have recently added to or reduced their stakes in the business. Brighton Jones LLC grew its holdings in CrowdStrike by 44.9% during the 4th quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after buying an additional 2,417 shares in the last quarter. Family Management Corp lifted its stake in CrowdStrike by 18.2% in the 3rd quarter. Family Management Corp now owns 1,411 shares of the company’s stock worth $692,000 after purchasing an additional 217 shares in the last quarter. FORA Capital LLC purchased a new stake in CrowdStrike in the 2nd quarter worth $1,404,000. Prevail Innovative Wealth Advisors LLC bought a new position in shares of CrowdStrike during the 2nd quarter valued at about $830,000. Finally, Rafferty Asset Management LLC grew its position in shares of CrowdStrike by 5.9% during the second quarter. Rafferty Asset Management LLC now owns 120,336 shares of the company’s stock valued at $61,288,000 after purchasing an additional 6,706 shares in the last quarter. Institutional investors own 71.16% of the company’s stock.

About CrowdStrike

CrowdStrike Holdings, Inc (NASDAQ: CRWD) is a cybersecurity company founded in 2011 and headquartered in Sunnyvale, California. The firm was co-founded by George Kurtz and Dmitri Alperovitch and became a publicly traded company following its initial public offering in 2019. CrowdStrike positions itself as a provider of cloud-native security solutions designed to protect endpoints, cloud workloads, identities and data against sophisticated cyber threats.

The company’s core offering is the CrowdStrike Falcon platform, a modular, cloud-delivered security architecture that combines endpoint protection (EPP), endpoint detection and response (EDR), threat intelligence, and device control through lightweight agents and centralized telemetry.